Kathleen S. Wright Associates Inc. Schwab Fundamental U S Large C Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 822 shares of FNDX stock, worth $21,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
822
Previous 822 -0.0%
Holding current value
$21,602
Previous $20,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$23.49 - $71.77 $12,872 - $39,329
548 Added 200.0%
822 $19,000
Q3 2024

Oct 11, 2024
BUY
$65.36 - $71.76 $17,908 - $19,662
274 New
274 $19,000

Others Institutions Holding FNDX

# of Institutions
728
Shares Held
620M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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